Insider · SEC Form 4 filer

Mark Haley

Past buys: 2 of 7 beat

Companies

Where they file as an insider

Liberty All Star Growth Fund (ASG) President Latest filing Jun 3, 2026
Liberty All Star Equity Fund (USA) President Latest filing Jun 3, 2026

Track record

Did their buys beat the typical stock?

Open-market buys17
Quarters checked 6 months later7
Beat the typical stock 2 of 7
Quarters too new to check2

2 of 7 checked quarters beat the typical stock. A past record is data, not a forecast.

Liberty All Star Equity Fund (USA) Bought Jun 2–3, 2026 · $13.7K · 2,356 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
Liberty All Star Growth Fund (ASG) Bought Jun 2–3, 2026 · $10.4K · 1,950 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
Liberty All Star Equity Fund (USA) Bought Oct 1–Dec 30, 2025 · $16.4K · 2,600 shares Behind typical Dec 31, 2025 $6.28 → Jun 30, 2026 $5.81 · −7.5% (typical stock +4.7%)
Liberty All Star Growth Fund (ASG) Bought Oct 1–Dec 30, 2025 · $16.2K · 3,000 shares Behind typical Dec 31, 2025 $5.30 → Jun 30, 2026 $5.47 · +3.2% (typical stock +4.7%)
Liberty All Star Growth Fund (ASG) Bought Sep 9, 2025 · $8.47K · 1,500 shares Behind typical Sep 30, 2025 $5.55 → Mar 31, 2026 $4.75 · −14.4% (typical stock −3.4%)
Liberty All Star Equity Fund (USA) Bought Sep 9, 2025 · $9.87K · 1,500 shares Behind typical Sep 30, 2025 $6.34 → Mar 31, 2026 $5.55 · −12.5% (typical stock −3.4%)
Liberty All Star Growth Fund (ASG) Bought Jan 26–Mar 20, 2024 · $15.9K · 3,000 shares Behind typical Mar 31, 2024 $5.49 → Sep 30, 2024 $5.61 · +2.2% (typical stock +3.2%)
Liberty All Star Equity Fund (USA) Bought Nov 3–Dec 8, 2023 · $12.8K · 2,100 shares Beat typical Dec 31, 2023 $6.38 → Jun 30, 2024 $6.80 · +6.6% (typical stock −1.2%)
Liberty All Star Growth Fund (ASG) Bought Nov 3–Dec 8, 2023 · $13.6K · 2,750 shares Beat typical Dec 31, 2023 $5.28 → Jun 30, 2024 $5.34 · +1.1% (typical stock −1.2%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist